About
Wendy L. Nickerson is a Research Analyst at John W. Bristol & Co., Inc. in New York, NY, where she contributes her deep expertise in investment analysis to support the firm's asset management strategies. She is a CFA charterholder with 29 years of experience, and prior to joining John W. Bristol in 2024, she spent a decade as Director and Senior Analyst at BlackRock, leading research and portfolio construction for US growth equities.
Her investment focus centers on large-cap growth equities, with a specialized background covering US growth sectors and companies, honed during her roles at BlackRock and UBS Asset Management. At UBS, she was Director and Senior Investment Analyst for Large Cap Growth Equities, deepening her sector knowledge and analytical skills in evaluating complex public companies.
Wendy holds an MBA from the University of Cincinnati College of Business and a Bachelor’s Degree from the University of Kentucky. She is recognized for her analytical rigor and contributions to investment research across growth equity markets, leveraging her experience to drive insights and value for clients in competitive asset classes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| John W. Bristol & Co., Inc. | Research Analyst | Jan 2024 to Present | Research analyst covering Industrials, Materials and Banking. |
| BlackRock | Director, Senior Investment Analyst - US Growth Equities | Jun 2013 to Jan 2023 | Focus on investing in companies in the following industries: Clean Energy, Energy, Chemicals, Housing/Construction, Industrials, Materials, REITs. |
| UBS Asset Management | Director, Senior Investment Analyst - Large Cap Growth Equities | Jul 2010 to Jun 2013 | Focus on investing in companies in cyclical industries: Energy, Chemicals, Housing, Agriculture. |
| Muzinich & Co., Inc. | Portfolio Manager - High Yield | Jun 2004 to Jul 2010 | — |
| Wells Fargo | Director of High Yield Research | Oct 2001 to Jun 2004 | — |
| UBS Asset Management | High Yield Analyst | Feb 1996 to Oct 2001 | — |
Education
University of Cincinnati College of Business
Master of Business Administration (M.B.A.)
University of Kentucky
Bachelor’s Degree
Skills & Expertise
Others at Bristol John W & Co. Inc. /ny/ (2)
| Name | Role | Location |
|---|---|---|
N Newton Chung | Manager, Head Trader | NJ , United States |
C Charles Mott | Partner | Hampton Bays, NY , United States |